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We think stockpicking--rather than macro guessing--is the way to excess returns.
The combination makes plenty of sense and should better position the firm for the future.
Cyclical and economic concerns have hampered the tech sector but are also creating potential buying opportunities in large- and mid-cap names, according to Morningstar's Grady Burkett.
In this special presentation touching on consumer spending, employment, natural resources, and more, Morningstar's Bob Johnson details how the U.S. economy can convalesce after tough times.
Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.